IXN vs SCHD
iShares Global Tech ETF vs Schwab US Dividend Equity ETF
Which is better, IXN or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. IXN led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 59.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IXN | SCHD |
|---|---|---|
| Expense Ratio | 0.37% | 0.06%Best |
| AUM | $9.7B | $111.6B |
| Dividend Yield | 0.74% | 3.24% |
| Holdings | 142 | 206 |
| YTD Return | +34.86%Best | +24.55% |
| 1Y Return | +39.68%Best | +29.85% |
| 3Y Return (annualized) | +34.45%Best | +16.64% |
| 5Y Return (annualized) | +20.40%Best | +9.54% |
| Volatility (annualized) | 19.0% | 13.7%Best |
| Max Drawdown | -36.3% | -33.4%Best |
| $10,000 over 5 years | $25,301Best | $15,771 |
| Top 10 Weight | 59.4% | 41.6%Best |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Nov 12, 2001 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Oct 14, 2026 (15 years).
IXN vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15 years both funds cover.
IXN vs SCHD Performance
iShares Global Tech ETF (IXN) is an ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year IXN returned +39.68% while SCHD returned +29.85%. Year to date, IXN is up 34.86% versus a gain of 24.55% for SCHD.
Over three years, IXN compounded at +34.45% per year against +16.64% for SCHD; over five years the annualized figures are +20.40% and +9.54% respectively. Across the full 15-year window we track, IXN has the edge at +19.85% annualized vs +11.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXN has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 13.7% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -36.3% for IXN and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IXN charges 0.37% per year while SCHD charges 0.06%. On a $10,000 position that is $37 vs $6 annually, a gap of $31 per year that compounds over a long holding period. On income, IXN currently yields 0.74% against 3.24% for SCHD.
Holdings Overlap
2.1% of IXN's money is in holdings SCHD also owns. 12.6% of SCHD's money is in holdings IXN also owns.
SCHD and IXN share little of their money.
3 positions in common, counted across the 129 positions we hold weights for in IXN and 98 in SCHD, against full books of 142 and 206.
What only one of them owns
Our book lists 94 positions for SCHD that do not appear in our book for IXN (87.1% of the fund), and 75 for IXN that do not appear in SCHD (78.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IXN and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IXN or SCHD?
IXN has an expense ratio of 0.37% while SCHD charges 0.06%. SCHD is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, IXN or SCHD?
Over the past year IXN returned +39.68% vs +29.85% for SCHD, so IXN leads on 1-year performance. Over the longest common window we track (15 years), IXN annualized +19.85% vs +11.26% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IXN or SCHD?
IXN has been the more volatile fund at 19.0% annualized versus 13.7% for SCHD. Worst drawdown: IXN -36.3% vs SCHD -33.4%.
Should I hold both IXN and SCHD?
IXN and SCHD have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IXN and SCHD?
12.6% of SCHD's money is in holdings IXN also owns. 12.6% of SCHD's is in holdings IXN also owns. They hold 3 positions in common, counted across the 129 positions we hold weights for in IXN and 98 in SCHD.
Which pays a higher dividend, IXN or SCHD?
IXN yields 0.74% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than IXN?
SCHD has a lower expense ratio. IXN led over 1Y, 3Y, 5Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 59.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.